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Wealthspire Advisors (Maryland)’s Peabody Energy BTU Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-24
Closed -$1K – 2436
2018
Q3 		$1K Sell
24
-107
-82% -$4.59K ﹤0.01% 2258
2018
Q2 		$6K Buy
131
+87
+198% +$3.56K ﹤0.01% 1703
2018
Q1 		$2K Buy
+44
New +$1.75K ﹤0.01% 2141

Other funds holding BTU

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BTU Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Peabody Energy (BTU) in Q4 2018, closing a stake of 24 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in BTU in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 194 funds tracked by Wall St. Rank hold BTU as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Peabody Energy position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 24 Peabody Energy shares in Q4 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Peabody Energy in Q1 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Peabody Energy position peaked at $6K in Q2 2018.
  • 194 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.